Connecting Tax Advice to Wealth Management

In addition to our core financial and tax services, Bauerle and Company, P.C. provides comprehensive wealth management services to our clients through our strategic partner, HK Financial Services (HKFS). The CPA connection to HK Financial Services helps you better understand your personal financial situation and keep you on track to meet your goals. We understand the variety of financial service choices available and welcome the opportunity to show you how we can help. Our investment and risk management audits are designed to help you better understand your personal situation and keep you on track for financial success.

HK Financial Services is a wealth management services provider founded in 1995 by the partners of Honkamp Krueger & Company, P.C. Their world-class systems and services allow us to assist individual and business investors to accumulate, preserve and transfer wealth. HKFS works with over 90 CPA firms throughout the United States, emphasizing a team approach with the CPA to serve the client.

Estate Planning

Anyone who owns property – a home, a car, a bank account, investments, business interests, a retirement plan account, collectibles, personal belongings, etc. – needs an estate plan. An estate plan allows you to direct how and to whom your property will be distributed after your death. If you have no estate plan at all, your property could be distributed according to your state’s intestacy laws without regard to family needs or your desires.

Bauerle team members are actively involved in the following wealth management associations: